Digest #43 | State of quantum, Teamwork software, and more
Sept 26th – Oct 2nd, 2021
Welcome to new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 600+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses & Outlooks
The state of quantum: The race for supremacy is well and truly underway (David Arndt, Associate @ Dawn Capital)
Where We’re Investing: Software to Power Modern Teamwork (Aileen Lee, GP @ Cowboy Ventures)
Constructing the Energy Transition (Mark Tomasovic, Investor @ Energize Ventures)
B2B Commerce is Moving Online (Damir Becirovic, Principal @ Index Ventures)
Industry Developments & Analyses
Red Hot: The 2021 Machine Learning, AI and Data (MAD) Landscape (Matt Turck, Partner @ FirstMark)
Stablecoins, Stability, and Financial Inclusion (Katie Haun, Tomicah Tillemann, & James Rathmell, A16Z)
Blockchain Gaming and On-Ramps to Mass Adoption (Rex Woodbury, Principal @ Index)
PLG & the Evolving SaaS Billing & Pricing Infrastructure 🌊 (Priyanka Somrah, Sr. Analyst @ Work-Bench)
The Jordan Analogy: Explaining Why NFTs Are Like Stocks Through Sneakers (Doug Clinton, MP @ Loup Ventures)
Operator Interviews, Case Studies & Best Practices
Are Defaults Really Just Customer Acquisition Costs? (Brian Harwitt, Partner @ Coventure)
Be wrong faster (Jacob Singh for Sequoia Capital India)
Remote Work Best Practices from the Acrew Community (Acrew Capital)
Additional Reads
Win The ‘Sure Things’ Or Find The Hidden Gems? What’s My Job As A VC? (Hunter Walk, GP @ Homebrew)
The False Narrative Around Theranos (Elad Gil, Angel Investor)
Narrative Distillation (Kevin Kwok, ex-VC @ Greylock)
Existential Optimism (Packy McCormick, GP @ Not Boring Capital)
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